STLEX Mutual Fund

STLEX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
+2.11%
3 Months
+2.24%
6 Months
+7.18%
YTD
+11.48%
1 Year
+17.52%
3 Years (annualized)
+20.19%
5 Years (annualized)
+10.47%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STLEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+8.76%
vs Peers
+2.72%

STLEX Mutual Fund Performance

STLEX performance across multiple time periods: 1-month 2.11%, YTD 11.48%, 1-year 17.52%, 3-year 20.19%, 5-year 10.47%, 10-year 11.69%.

STLEX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

STLEX vs another fund shows side-by-side returns. STLEX alternatives are available in the Mutual Fund Screener.